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Harbour Investments’s Constellation Brands STZ Stock Holding History

Harbour Investments’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Buy
2,370
+880
+59% +$136K 0.01% 1215
2025
Q4 		$206K Buy
1,490
+255
+21% +$35K ﹤0.01% 1267
2025
Q3 		$166K Buy
1,235
+120
+11% +$19.1K ﹤0.01% 1308
2025
Q2 		$181K Sell
1,115
-458
-29% -$82.2K ﹤0.01% 1215
2025
Q1 		$289K Sell
1,573
-15
-0.9% -$2.73K 0.01% 942
2024
Q4 		$351K Sell
1,588
-206
-11% -$48.9K 0.01% 819
2024
Q3 		$462K Sell
1,794
-55
-3% -$13.6K 0.01% 686
2024
Q2 		$476K Buy
1,849
+108
+6% +$27.8K 0.02% 619
2024
Q1 		$473K Buy
1,741
+59
+4% +$14.9K 0.02% 612
2023
Q4 		$407K Buy
1,682
+504
+43% +$120K 0.02% 608
2023
Q3 		$296K Sell
1,178
-26
-2% -$6.79K 0.01% 663
2023
Q2 		$296K Sell
1,204
-849
-41% -$199K 0.01% 658
2023
Q1 		$464K Buy
2,053
+203
+11% +$45.2K 0.03% 490
2022
Q4 		$429K Sell
1,850
-156
-8% -$37.3K 0.03% 494
2022
Q3 		$467K Hold
2,006
– – 0.03% 428
2022
Q2 		$467K Buy
+2,006
New +$488K 0.03% 428
2021
Q4 		$1.2M Sell
4,779
-2,323
-33% -$529K 0.07% 262
2021
Q3 		$1.5M Sell
7,102
-324
-4% -$70.7K 0.05% 352
2021
Q2 		$1.74M Buy
7,426
+180
+2% +$42.3K 0.06% 319
2021
Q1 		$1.65M Buy
+7,246
New +$1.63M 0.06% 289

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harbour Investments's STZ Position: Q1 2026 in Review

Harbour Investments increased its Constellation Brands (STZ) stake by 59% in Q1 2026, buying an estimated $136K and bringing the position to 2,370 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1215.

Harbour Investments first reported a position in STZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.74M in Q2 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Harbour Investments held 2,370 shares of Constellation Brands worth $356K as of Q1 2026.
  • Harbour Investments bought 880 Constellation Brands shares in Q1 2026, an estimated $136K.
  • Constellation Brands made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1215 holding.
  • Harbour Investments first reported a position in Constellation Brands in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Constellation Brands position peaked at $1.74M in Q2 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.